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Wills, Trusts and Estates

Legal Services for Your Estate Planning Needs

Planning for your future, and what happens after you are gone, is often an emotional and stressful process. At Carter Conboy, we understand that the mere subject of wills, trusts, and estates can leave people on edge. It is a difficult topic for many people to address on a personal level and we stand by you to meet the unique and sensitive needs of each and every client.

Accomplished Trusts and Estates Attorneys

Our attorneys provide attentive counsel in a manner that is authentic, direct and honest. It has never been more important to have someone you can trust for your personal matters. We are by your side to advise, counsel, and protect you and what you hold valuable.

Planning for your future is difficult and we stand with you to help develop an estate plan and remain vigilant through the administration and probate stages. Our services include wills, living wills, estate planning, lifetime trusts, charitable trusts, special needs trusts, family corporations, life insurance trusts, Medicaid trusts, family land preservation trusts, durable power of attorney, health care proxies, trust administration, will contests and construction proceedings, estate probates, fiduciary disputes, and litigation.

We aim to provide you with accessible, high quality, cost-conscious legal services – managing things now for a sound future and beyond.

Wills and Trusts

It is rare that a person would purposely choose to have the State of New York determine how an estate is distributed upon death, but that is precisely what will happen if you die without a will. Your will identifies the most important things in your life – your family, your children, your assets from a lifetime of hard work – and designates whom you trust to oversee your affairs after your gone. Make your wishes clear – create a legally binding will. Consider:

Who will raise your minor children?

Who will inherit your money and property and in what proportion?

Who do you trust as your executor to distribute your estate to your beneficiaries?

Trusts and Estate Planning

Our sophisticated attorneys can protect your assets through a number of estate planning methods, including:

Revocable Trust

Irrevocable Trust

Testamentary Trust

Living Trust

Children and Grandchildren Trust

Asset Protection Trust

Grantor Retained Annuity Trust

Inter-generational Estate Tax-Exempt Trust

Dynasty Trust

Probate and Estate Administration

If a loved one has died, we know this is a difficult time. We are here to help you through the estate administration, New York probate, and inheritance process. We work with executors and beneficiaries through the probate and estate administration process to carry out the decedent’s estate plan, including assisting with the transfer of assets and resolution of claims.

Preserving Family Wealth

When representing high net-worth clients, we focus on your wealth management needs to plan, preserve, and protect your family, business and financial interests. Our services include asset conservation and preservation, charitable planning, gifting, succession planning, estate and gift taxes, and administration of trusts and estate probates.

Advanced Directives

When your health leaves you unable to speak for yourself, properly prepared advance care directives can ensure that your health care wishes are known and honored. Our attorneys can prepare your legally binding:

Health Care Proxy

Living Will

Do Not Resuscitate (DNR) Order

New York State Organ and Tissue Donor Registry

Estate Taxes

A wise man once said, “In this world, nothing can be said to be certain, except death and taxes” and taxes are unquestionably a large part of estate planning and probate. Our attorneys work with tax experts and financial institutions to create sound estate tax planning and probate services, including those involving New York State estate tax and Federal estate tax (including wealth transfer taxes, the estate tax, the gift tax, the GST tax).

Litigation and Alternative Dispute Resolution

For close to a century, Carter Conboy has been recognized as a premier litigation firm. Our attorneys are skilled litigators, experienced representing executors, trustees, and beneficiaries in cases where a Will or Trust is contested.

Some clients look to resolve disputes through alternative methods, such as mediation and arbitration, as it is sometimes a more collaborative, and less adversarial, process to litigation. Carter Conboy ADR professionals possess the qualities you need in a neutral – fair, honest, unbiased, and hard working. Our attorneys can facilitate a resolution to your estate dispute in a cost-conscious manner.

Beyond Wills, Trusts, and Estates

At Carter Conboy, we are able to support you beyond your wills, trusts, and estates matters. Our team of experienced and dedicated attorneys, combined with our diversified practice spanning 20 industries and 40 service areas, have you covered. From helping with a real estate matter, to defending you in litigation, to protecting your business interests, the strength of our team is the answer to your many legal needs.